living your retirement dream now

Living Your Retirement Dream Now: Start Today, Not at 65

Recent studies reveal a startling truth: only 5% of current retirees say they’re actually “living the dream,” while 19% describe retirement as a nightmare. These sobering statistics highlight why waiting until traditional retirement age to pursue your dreams might be the biggest financial planning mistake you can make. At Calamita

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Cost of long term care in North Carolina

Cost of Long Term Care in North Carolina

Planning for long term care is a task most people like to avoid if at all possible. But putting it on the back burner is a mistake that can cost you and your loved ones dearly in the future. Understanding the cost of long term care in North Carolina is

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financial advisor for divorce

Why Women Need Financial Advisors When They Get Divorced

Divorce can be a pretty daunting and stressful experience. And while things are difficult for all parties involved, women are subjected to a slew of different challenges that make it difficult to pick up the pieces and start anew. This is why it’s especially concerning that 95% of women do

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choosing financial advisor guide

Choosing Financial Advisor Guide: 6 Steps For The Best Advisor

Choosing a Financial Advisor The process of managing personal finances can present many questions. This comprehensive choosing financial advisor guide helps individuals navigate the complex decision of selecting the right financial professional for their needs.  Individuals often seek guidance on topics like Roth Conversions to make informed decisions about their

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Wells Fargo Employee Retirement checklist

Wells Fargo Employee Retirement: 5-Step Checklist

Wells Fargo Employee Retirement Checklist: 5 Essential Steps for a Smooth Transition Planning your Wells Fargo employee retirement checklist requires careful preparation to maximize your benefits and ensure financial security. This comprehensive Wells Fargo employee retirement checklist outlines five critical steps to help you transition smoothly into your next chapter.

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Retirement Planning Tax Strategies

Retirement Planning Tax Strategies

Retirement Planning Tax Strategies As you transition into retirement, understanding the challenges and opportunities related to tax reduction and retirement planning tax strategies is crucial. These strategies can significantly influence your financial security. Reducing your tax burden during these years is not just about saving money. It’s about strategically enhancing

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Select The Top 10 Financial Mistakes I See Wells Fargo Employees Make The Top 10 Financial Mistakes I See Wells Fargo Employees Make

The Top 10 Wells Fargo Employee Financial Mistakes

After years of working with Wells Fargo employees, I’ve identified common Wells Fargo employee financial mistakes that cost thousands in retirement savings. These Wells Fargo employee financial mistakes are entirely preventable with proper planning. As a firm specializing in helping Wells Fargo employees avoid these costly planning errors, we’ve seen

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